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Compare HSBC Medium to Long Duration Fund vs UTI Medium to Long Duration Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | Moderate |
Rating | 2.0 | 3.0 |
Min SIP Amount | ₹1000 | ₹500 |
Expense Ratio | 1.28 | 1.62 |
NAV | ₹42.61 | ₹74.34 |
Fund Started | 14 Nov 2002 | 04 May 1998 |
Fund Size | ₹47.87 Cr | ₹315.50 Cr |
Exit Load | - | - |
Risk
Moderate
Moderate
Rating
2.0
3.0
Min SIP Amount
₹1000
₹500
Expense Ratio
1.28
1.62
NAV
₹42.61
₹74.34
Fund Started
14 Nov 2002
04 May 1998
Fund Size
₹47.87 Cr
₹315.50 Cr
Exit Load
-
-
Returns
1 Year | 6.06% | 6.49% |
3 Year | 6.55% | 7.17% |
5 Year | 4.34% | 8.08% |
1 Year
6.06%
6.49%
3 Year
6.55%
7.17%
5 Year
4.34%
8.08%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 2.18% | 2.07% |
Equity
0.00%
0.00%
Cash
2.18%
2.07%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Kapil Punjabi | Sunil Madhukar Patil |
Start Date | 01 May 2024 | 12 Dec 2022 |
Name
Kapil Punjabi
Sunil Madhukar Patil
Start Date
01 May 2024
12 Dec 2022
About Fund
Description | The scheme seeks to generate regular income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 4 years to 7 years. | The scheme seeks to generate optimal returns with adequate liquidity by investing in debt and money market instruments such that the Macaulay duration of the portfolio is between 4 years and 7 years. |
Launch Date | 14 Nov 2002 | 04 May 1998 |
Description
The scheme seeks to generate regular income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 4 years to 7 years.
The scheme seeks to generate optimal returns with adequate liquidity by investing in debt and money market instruments such that the Macaulay duration of the portfolio is between 4 years and 7 years.
Launch Date
14 Nov 2002
04 May 1998